Global Report on all client assets in Junxure
I would like to be able to run a global report on all our clients' assets.
I would like to be able to search for and include in my report the effective date. Right now I can search on that field, but it is not available to include in a report.
I would also like to be able to search on Financial account type and the various Account Options fields....and SO much more, but I'm trying to limit my request. :-)
As an RIA firm, if we are going to try to use Junxure for more than just a CRM, the asset reporting really needs to be bumped up.
Thanks.